See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,271 | $99,877-90.7% | $84,966-89.1% | $145,922-93.6% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 8.72% | 83.76%-75.0pp | 66.38%-57.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $5 | $3,231-99.8% | $2,727-99.8% | $4,660-99.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,519-100.0% | $6,688-100.0% |
| Admin fee / account holder | $10,939 | $7,248+50.9% | $6,149+77.9% | $13,397-18.3% |